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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,717 | $124,425-52.8% | $112,040-47.6% | $137,256-57.2% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.5%+14.8pp | 80.0%+11.3pp |
| Annual return | 6.18% | 24.72%-18.5pp | 24.52%-18.3pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,809 | $3,411-47.0% | $2,954-38.8% | $4,156-56.5% |
| Participant deferral / active EE | $6,040 | $5,718+5.6% | $5,098+18.5% | $6,407-5.7% |
| Admin fee / account holder | $9,033 | $15,207-40.6% | $12,098-25.3% | $12,270-26.4% |